Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,619 | $91,167+14.8% | $178,498-41.4% | $79,858+31.0% |
| Participation rate | 96.4% | 69.2%+27.2pp | 81.9%+14.5pp | 69.6%+26.8pp |
| Annual return | 22.24% | 24.19%-2.0pp | 151.09%-128.9pp | 31.72%-9.5pp |
| Employer contribution / active EE | $12,660 | $3,255+288.9% | $5,011+152.6% | $2,471+412.4% |
| Participant deferral / active EE | $8,495 | $3,236+162.5% | $5,202+63.3% | $3,740+127.1% |
| Admin fee / account holder | $9,064 | $6,747+34.3% | $13,985-35.2% | $5,306+70.8% |